In Q4 2025, Owlet reported revenue of $26.6 million, up 29.6% from the prior year, and full-year sales of $105.7 million, a 35.4% increase. Operating expenses fell to $17.5 million, cutting operating loss to $4.9 million, while adjusted EBITDA reached a record $2.0 million on a 50.6% annual gross margin.

Owlet introduced the Dream Sight camera in September 2025 with onboard AI and plans to roll out camera-specific subscription features combining biometric sock data and computer vision. Its Owlet360 service, launched January 2025, surpassed 110,000 paying subscribers by early March and recently expanded internationally to add new high-margin revenue streams.

International revenues totaled $3.9 million in Q4 and $19.2 million for full-year 2025, up 27% year-over-year. The company saw sell-through increases of 58% in the U.K., 41% in France and 80% in the Nordics, and secured regulatory clearance in India and Israel, bringing Dream Sock availability to 31 countries.

Owlet delivered its first monitors home from Children’s Hospital of the King’s Daughters and added four new hospital partnerships, while expanding Medicaid reimbursement coverage from six to 37 states and growing its commercial insurance network from 105 to 258 carriers. The Owlet OnCall Telehealth platform will pilot in H1 2026, enabling parents to share Dream Sock vitals during virtual pediatric visits.